Quorum Core
Income and Growth
A balanced income-focused portfolio targeting regular quarterly distributions alongside long-term capital growth. Blends dividend-paying equities, investment-grade bonds, and real assets to deliver consistent income at RG3 risk grade.
Performance data.
Illustrative figures to 30 April 2026. Past performance is not a reliable indicator of future results.
Annual returns
Figures are illustrative, gross of adviser and platform charges. Income distributions shown are reinvested. Capital is at risk.
Current allocation.
As at 30 April 2026. Holdings and weights are subject to change. The Investment Committee rebalances when allocations drift materially from target.
| Holding | Asset type | Manager | Weight |
|---|---|---|---|
| Vanguard UK Investment Grade Bond Index | UK corp bonds | Vanguard | 14.0% |
| iShares UK Dividend ETF | UK equity income | BlackRock | 12.0% |
| iShares Core MSCI World ETF | Global equity | BlackRock | 10.0% |
| M&G Optimal Income | Multi-asset income | M&G | 8.0% |
| Ninety One Global Income Opportunities | Global bonds | Ninety One | 8.0% |
| PGIM Global Select Real Estate | Property | PGIM | 8.0% |
| Janus Henderson Asian Dividend Income | Asian equity income | Janus Henderson | 6.5% |
| Murray Income Trust | UK equity income | Aberdeen | 5.5% |
| Threadneedle UK Equity Income | UK equity income | Columbia Threadneedle | 5.0% |
| iShares Physical Gold ETC | Alternatives | BlackRock | 4.0% |
| Other holdings | Various | Various | 19.0% |
Asset class breakdown
Geographic exposure
Objective & mandate.
The Quorum Income and Growth portfolio seeks to deliver a combination of quarterly income distributions and long-term capital growth. The portfolio blends dividend-paying equities, investment-grade bonds, and real assets with a target yield of approximately 3.2% per annum.
RG3 Income Focus on the Quorum Capital 1–6 risk scale. Minimum five-year investment horizon. Benchmark: IA Mixed Investment 40–85% Shares sector. Suitable for investors seeking regular income without sacrificing growth potential.
The Investment Committee reviews the portfolio quarterly, with a focus on maintaining and growing the natural yield of the portfolio. Rebalancing occurs when any holding drifts more than 5% from its target weight or at each quarterly IC review.
Key facts
| Launch date | June 2015 |
| Risk grade | RG3 Income Focus |
| Management style | Active (discretionary) |
| OCF | 0.22% |
| Quorum MPS fee | 0.15% |
| Yield (indicative) | ~3.2% p.a. |
| Benchmark | IA Mixed 40–85% |
| Minimum investment | £25,000 |
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Regular quarterly distributions with long-term capital growth. Request the full factsheet, KIID, and due diligence pack.